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Summit Wealth Group (Colorado)’s Vanguard Mid-Cap ETF VO Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$609K Buy
8,484
+3,016
+55% +$224K 0.06% 154
2025
Q4 		$397K Buy
+5,468
New +$398K 0.05% 172
2025
Q3 		– Sell
-14,516
Closed -$1.02M – 447
2025
Q2 		$1.02M Buy
+14,516
New +$953K 0.26% 89

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VO Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Mid-Cap ETF (VO) stake by 55% in Q1 2026, buying an estimated $224K and bringing the position to 8,484 shares worth $609K. The position accounts for 0.06% of the portfolio, ranked #154.

Summit Wealth Group (Colorado) first reported a position in VO in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q2 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Summit Wealth Group (Colorado) held 8,484 shares of Vanguard Mid-Cap ETF worth $609K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 3,016 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $224K.
  • Vanguard Mid-Cap ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #154 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Mid-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Vanguard Mid-Cap ETF position peaked at $1.02M in Q2 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.